Edge Capital Group LLC Has $6.66 Million Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Edge Capital Group LLC lessened its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSVFree Report) by 1.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 71,952 shares of the company’s stock after selling 1,364 shares during the period. Edge Capital Group LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $6,662,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Life Planning Partners Inc increased its position in shares of iShares Core S&P U.S. Value ETF by 9,159.0% in the fourth quarter. Life Planning Partners Inc now owns 2,267,622 shares of the company’s stock valued at $209,959,000 after acquiring an additional 2,243,131 shares during the last quarter. Benjamin Edwards Inc. increased its holdings in iShares Core S&P U.S. Value ETF by 10,714.1% during the third quarter. Benjamin Edwards Inc. now owns 834,196 shares of the company’s stock worth $79,658,000 after buying an additional 826,482 shares during the last quarter. Kestra Investment Management LLC raised its position in iShares Core S&P U.S. Value ETF by 53.2% during the third quarter. Kestra Investment Management LLC now owns 2,321,388 shares of the company’s stock worth $221,669,000 after acquiring an additional 806,039 shares in the last quarter. LPL Financial LLC grew its holdings in iShares Core S&P U.S. Value ETF by 3.2% during the third quarter. LPL Financial LLC now owns 13,352,079 shares of the company’s stock worth $1,274,990,000 after purchasing an additional 417,635 shares during the period. Finally, Aspiriant LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 13.8% in the fourth quarter. Aspiriant LLC now owns 3,266,064 shares of the company’s stock valued at $302,405,000 after buying an additional 396,158 shares during the last quarter.

iShares Core S&P U.S. Value ETF Stock Down 1.0 %

Shares of NASDAQ:IUSV opened at $95.27 on Monday. The stock has a market cap of $20.08 billion, a PE ratio of 22.14 and a beta of 0.95. The business has a 50 day moving average of $94.22 and a 200-day moving average of $94.99. iShares Core S&P U.S. Value ETF has a 12-month low of $85.17 and a 12-month high of $100.29.

iShares Core S&P U.S. Value ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were given a dividend of $0.5456 per share. The ex-dividend date was Tuesday, December 17th.

iShares Core S&P U.S. Value ETF Profile

(Free Report)

The iShares Core S&P U.S. Value ETF (IUSV) is an exchange-traded fund that is based on the S&P 900 Value index. The fund tracks an index of large- and mid-cap value stocks in the US. The index selects from stocks ranked 1-3000 by market-cap based on 3 value factors. IUSV was launched on Jul 24, 2000 and is managed by BlackRock.

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Institutional Ownership by Quarter for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

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